Address And Details
|Mellon Bank Ctr., 1735 Market St.- 37th Fl. , Philadelphia, PA 19103|
|Fund Manager||Team Managed|
Strategy And Objective
The Aberdeen U.S. Multi-Cap Equity Fund (the U.S. Multi-Cap Equity Fund or the Fund) seeks long-term capital appreciation. As a non-fundamental policy, under normal circumstances, the U.S. Multi-Cap Equity Fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in U.S. equity securities. Equity securities include, but are not limited to, common stock, preferred stock and depositary receipts. The Fund seeks to invest in securities of U.S. companies. A company is considered to be a U.S. company if Fund management determines that the company meets one or more of the following criteria: the company is organized under the laws of, or has its principal office in the United States; the company has its principal securities trading market in the United States; and/or the company derives the majority of its annual revenue or earnings or assets from goods produced, sales made or services performed in the United States.The Fund will invest in companies across a broad spectrum of market capitalizations.
Net Asset Value
- 1 Week
- 1 Month
- 3 Months
- 1 Yr Return
- 5 Yr Return
Equity Sector Breakdown
|Asset Type||% Of Allocation|
|Total Net Assets||14.52 M|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 12/31/2021||Average Annual Current Performance Quarterly As Of 12/31/2021||Avg Annual Current Performance Monthly As Of 12/31/2021||Avg Annual Current Performance Quarterly As Of 12/31/2021|
|Life Of Fund||
Top 10 Holdings
|Symbol||Company Name||% Of Assets|
|TTEK||TETRA TECH INC||4.65%|
|NICE||NICE LTD (ADR)||4.39%|
|BURL||BURLINGTON STORES INC||3.08%|
|AXP||AMERICAN EXPRESS COMPANY||2.95%|
|SEDG||SOLAREDGE TECHNOLOGIES INC||2.91%|
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